2023 Form 5500 filing — Bruce R Carlton Md Inc Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241205175105NAL0003264435001) for Bruce R Carlton Md Inc Profit Sharing Plan, reported by Bruce R Carlton Md Inc under EIN 94-2343258 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241205175105NAL0003264435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bruce R Carlton Md Inc
- EIN
- 94-2343258
- Plan number
- 002
- Location
- Vacaville, CA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,320,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,320,520
- Total income / additions
- $760,213
- Benefits paid
- $211,682
- Administrative expenses
- $2,267
- Total expenses
- $217,655
- Net increase / (decrease)
- $542,558
- Schedule source
- Schedule I